How big is Curio Wealth LLC's plan?

Curio Wealth LLC's plan reported $681K in assets and 11 participants for 2024.

Original filing (PDF)20250716111747NAL0002358899001

Curio Wealth LLC

Name: Curio Wealth LLC — Curio Wealth 401(k) Plan, Form 5500 (2024)
Creator: Curio Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Curio Wealth 401(k) Plan

401(k) retirement plan · Curio Wealth LLC's Curio Wealth 401(k) Plan held $681K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$681K

Net assets (EOY)

$681K

People on this filing

Jacob Sadler signed Curio Wealth LLC's 2024 Form 5500 as plan administrator.

Jacob Sadler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Curio Wealth LLC's EIN is 93-2822251.

EIN 93-2822251

Plan number 001

Plan year 2024

ACK ID 20250716111747NAL0002358899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Curio Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Curio Wealth LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CURIO WEALTH LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score